The Energy Floor Has Moved and its making higher highs and higher lows. In stock-land, thats a bullish development. Here's the energy quicktake. The investment world has spent the last decade debating peak oil demand. That debate is temporarily irrelevant. More than ten weeks after the war in the Middle East began, mounting supply losses from the Strait of Hormuz are depleting global oil inventories at a record pace, with more than 14 million barrels per day now shut in — an unprecedented supply shock. To put that number in context: the shortfall represents roughly 20% of global oil supply. Estimates vary but the International Energy Agency estimates the Rough cumulative oil supply lost over the last few months is between 850 million to well over 1 billion barrels. To put that into context, during the 1973 Arab Oil Embargo, losses were roughly 4–5 million barrels per day. In the 1979 Iranian Revolution, roughly 5–6 million came offline, and in the 1990 Golf War, it was roughly 4 million bpd. So the current Hormuz disruption is being described by multiple analysts as potentially the largest oil supply disruption in modern history, both in daily volume and cumulative barrels affected. Oxy and LNG are the first adds we like here on this dip.
Note: This is NOT financial advice. This is for educational and informational purposes only. Please do your own research. The Middle East situation can change in both directions at any time and the algos and fast money will swing these stocks around violently and without warning.

Heico stock has lagged, a very rare thing. That was the opportunity. Here's a quick summary of the wow quarter and the guidance. The business is on solid footing and the stock is wildly under-owned. There's alot more to like than just crowded AI stocks. HEI is one. This is NOT financial advice, this is for educational and informational purposes only. Please do your own research.

The powerful forward story is the pipeline built to answer the only real bear concern—concentration. The first answer is Foundayo, the newly approved oral GLP-1 pill, the only one dosable anytime without food or water. A pill is a step-change in scalability: no cold chain, no injection, far cheaper to manufacture, and the key to unlocking hundreds of millions of patients globally and in primary care—early uptake shows ~80% of scripts going to new-to-class patients. The second is retatrutide, a triple hormone agonist that delivered ~28% weight loss over 18 months in Phase 3, approaching surgical outcomes. Behind them sits a 42-program Phase 3 engine, spanning expanding indications (sleep apnea, heart failure, MASH-a dangerous form of fatty liver disease where fat builds up in the liver and eventually causes inflammation and liver damage.) And then theres, Alzheimer’s, oncology, and immunology. There's So much in Lilly's pipeline to like.